HR

Hayden Royal Portfolio holdings

AUM $42.7M
1-Year Est. Return 33.85%
This Quarter Est. Return
1 Year Est. Return
+33.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.7M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.19M
3
+$1.09M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$774K

Top Sells

1
+$6.87M
2
+$6.76M
3
+$6.7M
4
V icon
Visa
V
+$6.53M
5
MSFT icon
Microsoft
MSFT
+$6.47M

Sector Composition

1 Technology 12.44%
2 Healthcare 8.81%
3 Communication Services 6.19%
4 Consumer Staples 6.06%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$905K 1.18%
23,900
+7,425
27
$857K 1.12%
7,024
-200
28
$821K 1.07%
14,095
-3,169
29
$811K 1.06%
2,341
-333
30
$754K 0.98%
+21,880
31
$740K 0.96%
11,815
-1,122
32
$724K 0.94%
15,310
-5,057
33
$709K 0.92%
7,960
-77,120
34
$686K 0.89%
3,573
-18,527
35
$682K 0.89%
11,740
+3,175
36
$660K 0.86%
11,159
-26,217
37
$641K 0.84%
4,187
+1,892
38
$630K 0.82%
26,594
-47,073
39
$619K 0.81%
+14,576
40
$605K 0.79%
4,466
-7,612
41
$591K 0.77%
+15,547
42
$589K 0.77%
11,397
+3,416
43
$573K 0.75%
23,156
-14,991
44
$573K 0.75%
+11,325
45
$547K 0.71%
9,300
-4,060
46
$547K 0.71%
32,140
47
$546K 0.71%
6,779
+11
48
$527K 0.69%
2,030
-5,540
49
$525K 0.68%
+10,465
50
$519K 0.68%
4,358
+1,206
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